Civic Intelligence

Arthur N Rupe Foundation

990PF • Fiscal year 2020 • EIN 77-0278838

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 27, 2021

3700 State Street No 300Santa Barbara, CA 93105-3128

(805) 687-8586

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$247,827

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

42nd percentile

3.5%

Faster asset growth than 42% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

14%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Assets

Up

$107,674,827

Up $3,678,244 (+3.5%) from 2019

Net Assets

$107,672,535

No earlier filing loaded for comparison.

Liabilities

Down

$2,292

Down $419 (-15%) from 2019

Revenue

Up

$6,682,132

Up $806,864 (+14%) from 2019

Expenses

Down

$3,012,985

Down $1,370,313 (-31%) from 2019

Net Income

Up

$3,669,147

Up $2,177,177 (+146%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2012: $60,228,523Liabilities 2012: $3,0932012Assets 2013: $62,758,455Liabilities 2013: $4,8512013Assets 2014: $80,465,896Liabilities 2014: $8,0982014Assets 2015: $86,646,700Liabilities 2015: $44,9962015Assets 2016: $93,351,842Liabilities 2016: $56,1042016Assets 2019: $103,996,583Liabilities 2019: $2,7112019Assets 2020: $107,674,827Liabilities 2020: $2,292Net Assets 2020: $107,672,5352020Assets 2021: $120,150,635Liabilities 2021: $1,348Net Assets 2021: $120,149,2872021Assets 2022: $138,663,134Liabilities 2022: $453,565Net Assets 2022: $138,209,5692022Assets 2023: $145,466,154Liabilities 2023: $1,174,798Net Assets 2023: $144,291,3562023Assets 2024: $162,848,511Liabilities 2024: $1,028,252Net Assets 2024: $161,820,2592024

Highlighted filing

2020

Assets$107,674,827
Liabilities$2,292
Net Assets$107,672,535

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2012: $4,933,624Expenses 2012: $2,802,376Net Income 2012: $2,131,2482012Revenue 2013: $5,817,354Expenses 2013: $3,289,180Net Income 2013: $2,528,1742013Revenue 2014: $21,202,236Expenses 2014: $3,498,042Net Income 2014: $17,704,1942014Revenue 2015: $10,701,662Expenses 2015: $4,557,756Net Income 2015: $6,143,9062015Revenue 2016: $9,329,556Expenses 2016: $2,635,522Net Income 2016: $6,694,0342016Revenue 2019: $5,875,268Expenses 2019: $4,383,298Net Income 2019: $1,491,9702019Revenue 2020: $6,682,132Expenses 2020: $3,012,985Net Income 2020: $3,669,1472020Revenue 2021: $18,022,011Expenses 2021: $5,541,512Net Income 2021: $12,480,4992021Revenue 2022: $40,186,856Expenses 2022: $6,534,623Net Income 2022: $33,652,2332022Revenue 2023: $9,568,050Expenses 2023: $11,588,663Net Income 2023: -$2,020,6132023Revenue 2024: $24,708,587Expenses 2024: $14,634,403Net Income 2024: $10,074,1842024

Highlighted filing

2020

Revenue$6,682,132
Expenses$3,012,985
Net Income$3,669,147
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 27, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK C HENRIEPresidentFT$210,368$37,459$247,827
SUSAN VAN AACKENSecretaryFT$118,906$2,321$121,227
ARTHUR N RUPEChairman Of BoardPT$0--
RICHARD L HUNTCFO And DirectorPT$0--
BEVERLY M RUPEDirector-$0--
KIM DENNISDirector-$0--
JAMES S HUGGINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Arthur N Rupe Foundation
EIN
77-0278838
Phone
8056878586
Address
3700 STATE STREET NO 300, SANTA BARBARA, CA 93105-3128

Signing Officer

Name
Mark C Henrie
Title
President
Phone
8056878586
Signed
2021-07-27
Raw XML AppendixShowing 400 of 1,092 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt010975
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt010975
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01995-10-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt11995-10-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt21995-10-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32005-05-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42005-05-03
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt51999-10-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt61999-10-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72006-08-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82006-08-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92006-08-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102014-06-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112014-06-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122014-06-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132014-06-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142015-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152015-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162015-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172015-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182016-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192016-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt202016-04-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt212016-04-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt10L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13NC
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17NC
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21NC
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt01599639
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1752771
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt22062562
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt316813
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt47912
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt5165578
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt684422
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt72460000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt8820000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt9168846
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt10485484
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt11450118
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt123514516
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt137972620
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14100901
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt15445435
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt16331599
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt173479060
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt18138853
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1986551
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt202343695
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt211460901
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt041016
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt10
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt20
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt3431
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt40
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt50
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt60
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt763074
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt80
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt90
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt100
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1111541
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt120
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt130
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt140
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1511421
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt160
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt170
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt180
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt192219
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt200
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt210
DepreciationSchedule/DepreciationPropertyGrp/LifeRt039.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt139.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt239.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt339.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt439.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt539.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt639.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt041016
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt3431
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt40
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt50
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt60
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt763074
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt80
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt90
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt100
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1111541
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt120
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt130
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt140
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt1511421
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt160
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt170
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt180
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt192219
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt200
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt210
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0992329
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt16303
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2922548
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt386695
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt485769
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt58229
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0BUILDING-GA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1LAND-GA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2BOOK/TAX BASIS DIFFERENCE-GA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3BUILDING-GA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4LAND-GA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5UNIMPROVED LAND-LAKELAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6BOOK/TAX BASIS DIFFERENCE-LAKELAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7BUILDING-TX
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8LAND-TX
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9BOOK/TAX BASIS DIFFERENCE-TX
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10LAND-BUFORD, GA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11BUILDING-GA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12BOOK/TAX BASIS DIFFERENCE-LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13BOOK/TAX BASIS DIFFERENCE-BLDG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14LAND-KNOXVILLE, TN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15BUILDING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16BOOK/TAX BASIS DIFFERENCE-LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17BOOK/TAX BASIS DIFFERENCE-BLDG
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18LAND- FL,
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19BUILDING - FL
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20BOOK/TAX BASIS DIFFERENCE-LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21BOOK/TAX BASIS DIFFERENCE-BLDG
DepreciationSchedule/DepreciationPropertyGrp/Rt00.000000000000
DepreciationSchedule/DepreciationPropertyGrp/Rt10.000000000000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt057441459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt072480434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PUBLICLY TRADED SECURITIES
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt01033345
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt20
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt36734
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt40
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt50
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt60
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt7985622
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt80
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt90
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt100
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1198236
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt120
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt130
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt140
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1597190
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt160
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt170
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt180
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt1910448
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt200
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt210
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0566294
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1752771
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt22062562
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt310079
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt47912
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt5165578
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt684422
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt71474378
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt8820000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt9168846
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt10485484
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt11351882
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt123514516
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt137972620
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt14100901
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt15348245
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt16331599
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt173479060
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt18138853
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1976103
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt202343695
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt211460901
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BUILDING-GA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND-GA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2BOOK/TAX BASIS DIFFERENCE-GA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3BUILDING-GA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4LAND-GA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt5UNIMPROVED LAND-LAKELAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt6BOOK/TAX BASIS DIFFERENCE-LAKELAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt7BUILDING-TX
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt8LAND-TX
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt9BOOK/TAX BASIS DIFFERENCE-TX
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt10LAND-BUFORD, GA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt11BUILDING-GA
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt12BOOK/TAX BASIS DIFFERENCE-LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt13BOOK/TAX BASIS DIFFERENCE-BLDG
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt14LAND-KNOXVILLE, TN
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt15BUILDING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt16BOOK/TAX BASIS DIFFERENCE-LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt17BOOK/TAX BASIS DIFFERENCE-BLDG
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt18LAND- FL,
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt19BUILDING - FL
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt20BOOK/TAX BASIS DIFFERENCE-LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt21BOOK/TAX BASIS DIFFERENCE-BLDG
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt01599639
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1752771
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt22062562
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt316813
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt47912
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt5165578
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt684422
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt72460000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt8820000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt9168846
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt10485484
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt11450118
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt123514516
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt137972620
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt14100901
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt15445435
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt16331599
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt173479060
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt18138853
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1986551
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt202343695
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt211460901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022357523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ROYALTIES-NET OF DEPLETION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01370681
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0434887
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03823651
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt071743
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt01540120
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0220502
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06090903
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06090903
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt010975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010975
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03823651
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0248784
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt080490
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0329274
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01952125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01952125
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt0129702
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0129702
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0434887
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0434887
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03669147
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt01981349
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt01981349
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt043227370
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt071743
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt071743
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0128699
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0128699
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03823651
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05997117
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt01540120
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt010783
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt010783
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt094023
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt094023
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020462
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt038872
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0220502
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0220502
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt064770
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt064770
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt074097
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt06483
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt080580
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt022773
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt093626
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0162091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02430023
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0535015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03012985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06532132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06682132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0477898
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0535015
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01060860
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt011091
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024162746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115240973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1582479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13354408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22051722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1582479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13354408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22051722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt022580267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118595381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22051722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03823651
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03669147
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt09516
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0107672535
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0103993872
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0107672535
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04514195
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04514195
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04514195
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04597555
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt083360
IRS990PF/DistributableAmountGrp/TotalTaxAmt083360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt056700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt026660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt083360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt083360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt083360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt083360
IRS990PF/FMVAssetsEOYAmt0105431169
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02711
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt02292
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt061176
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0143631
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt061176
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt061176
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0208060
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt053607
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt053607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt053625053
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt057441459
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt072480434
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt02231575
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt028948276
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt026846403
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt026716701
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt030421000
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt0566649
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt0546273
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt0546273
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt022348009
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022357523
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01370681
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt011201
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt010990
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt010900
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0103993872
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0107672535

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings